| 1 | CREATIVE FINANCIAL DESIGNS INC /ADV | $39.9M | 1.2M | Added |
| 2 | OneAscent Financial Services LLC | $34.4M | 1.0M | Added |
| 3 | Faithward Advisors, LLC | $17.9M | 544,378 | Trimmed |
| 4 | Bare Financial Services, Inc | $14.9M | 452,904 | Added |
| 5 | LPL Financial LLC | $14.6M | 445,594 | Added |
| 6 | OneAscent Wealth Management LLC | $9.0M | 274,331 | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.4M | 259,422 | Added |
| 8 | O'Connor Financial Group LLC | $6.3M | 190,542 | Trimmed |
| 9 | LVZ, Inc. | $5.0M | 152,464 | Trimmed |
| 10 | PAX Financial Group, LLC | $4.5M | 137,699 | Added |
| 11 | JONES FINANCIAL COMPANIES LLLP | $3.9M | 120,518 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $3.4M | 104,111 | Added |
| 13 | STIFEL FINANCIAL CORP | $3.4M | 102,047 | New |
| 14 | Valmark Advisers, Inc. | $2.9M | 86,729 | Added |
| 15 | Strategic Equity Management | $2.7M | 82,380 | Added |
| 16 | Atria Investments, Inc | $2.7M | 81,688 | Trimmed |
| 17 | SUMMIT WEALTH GROUP LLC / CO | $2.7M | 80,829 | New |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 72,623 | Added |
| 19 | MONEYWISE, INC. | $2.1M | 62,607 | Added |
| 20 | Sound Financial Strategies Group, LLC | $1.7M | 51,323 | Added |
| 21 | First Heartland Consultants, Inc. | $1.6M | 48,116 | Added |
| 22 | EverSource Wealth Advisors, LLC | $1.5M | 46,463 | Trimmed |
| 23 | SageOak Financial, LLC | $990,318 | 30,128 | Trimmed |
| 24 | Tulsa Wealth Advisors, INC | $983,240 | 29,913 | Added |
| 25 | Values First Advisors, Inc. | $941,012 | 28,627 | Added |